Fisher Funds Management
AXP icon

Fisher Funds Management’s American Express AXP Stock Holding History

Fisher Funds Management’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$46.5M Buy
152,772
+56,428
+59% +$18.9M 1.35% 15
2026
Q2 		$32.6M Buy
96,344
+11,967
+14% +$3.83M 0.93% 32
2026
Q1 		$25.5M Buy
84,377
+48,121
+133% +$16.1M 0.75% 38
2025
Q4 		$13.5M Buy
+36,256
New +$13M 0.35% 73

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Fisher Funds Management's AXP Position: Q3 2026 in Review

Fisher Funds Management increased its American Express (AXP) stake by 59% in Q3 2026, buying an estimated $18.9M and bringing the position to 152,772 shares worth $46.5M. The position accounts for 1.35% of the portfolio, ranked #15.

Fisher Funds Management first reported a position in AXP in Q4 2025 and has held it in 4 quarters since. 1,248 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Fisher Funds Management held 152,772 shares of American Express worth $46.5M as of Q3 2026.
  • Fisher Funds Management bought 56,428 American Express shares in Q3 2026, an estimated $18.9M.
  • American Express made up 1.35% of Fisher Funds Management's portfolio in Q3 2026, its #15 holding.
  • Fisher Funds Management first reported a position in American Express in Q4 2025 and has held it in 4 quarters since.
  • 1,248 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Fisher Funds Management's 13F filing for Q3 2026, filed 13 Oct 2026.